James Potts

James Potts

Senior Associate

Email: [email protected]

Phone: +44 203 519 3547

About

James enjoys working with his clients to make complex matters simple and easy to understand. He helps the people he works with to understand where they are now, where they want to be and will then build a plan to help them get there. James has a range of clients predominantly UK based, who rely on him for pension and investment advice on a regular basis. James lives in Sheffield and is married with three young children and enjoys spending time with family above all else. He is a Football Association Level 1 coach for his son’s team and enjoys playing football and getting to the gym as often as possible. Having spent 4 years with Halifax, 8 years with HSBC as a Senior Financial Planner and the last 8 years as an independent financial adviser, he brings 20 years of financial planning experience with him. James is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner holding a wide range of industry qualifications.

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